Standard Chartered Money Insights

Daniel discusses the Goods and Services Tax revamp in India, what it means for Indian equities Speaker:    - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel talks about the factors that can drive market volatility in the near-term, and where he sees opportunities if risky assets pause or pull back. Speaker:    - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Manpreet speaks to Raymond about key takeaways from the Fed policy meeting, why equities should be well supported and the risk of rising bond yields short term.  Find out more from our latest Weekly Market Outlook report here .  Speakers:   - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank  -...

Daniel talks about the Fed rate cut, how the Fed is moving its focus to the labour market over inflation, and the implications on risky assets. Speaker:    - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses the political and macro drivers of USD/JPY, and our expectations for the pair in the near-term. Speaker:    - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel looks at more recent key drivers for Chinese equities, and how investors may position themselves in this context Speaker:    - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Steve and Manpreet introduced the different types of bonds and the basics of bond investing. They then discussed the various drivers that can impact the return profile of bonds, concluding with key factors that investors should focus on when making bond investments.  Read our full report to find out more   https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-resilience-of-bonds-staying-cal...

Daniel looks at the various scenarios in the upcoming FOMC meeting, where markets are expecting the Fed to start its rate-cutting cycle Speaker:    - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Audrey and Ray share their views on the upcoming FOMC meeting next week. They discuss the magnitude of the rate cut and its potential impact on the markets. Additionally, they examine the effects of recent political events in France and Japan on financial markets. They conclude with a discussion on commodities and the South Korean equities market.  Find out more from our latest Weekly Market Outlo...

In today’s episode, Steve narrows the focus to equity mutual funds and highlights the 4 things to consider when building an equity portfolio. The key is to take a calibrated approach. Equity investing promises healthy long-term returns, but the short term volatility can be difficult to stomach, especially those starting out on their journey. Therefore, it is important not to accidentally add to vo...

Daniel digs deeper into the stellar performance of silver in 2025, and what to expect going forward. Speaker:    - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

As the Q2’25 earnings season comes to an end, Daniel discusses why weakening US macro data can lead to a near-term consolidation in US equities. Speaker:    - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel zooms into Gold – where the weak non-farm payroll numbers prompted further gains – and how investors should be considering positioning around Gold and Silver.  Speaker:    - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel talks about the latest non-farm payroll number, and its implications for risky assets.  Speaker:    - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Manpreet and Ray discuss the impact of bond market volatility on risk assets. They share their perspectives on why they believe there is limited upside to long-term bond yields from current levels, as well as the yield levels at which they would consider adding to bonds. Additionally, they discuss how investors should position themselves in equities, particularly in Chinese equities during pullbac...

Daniel discusses possible outcomes of the US non-farm payroll data, and what they would mean for the chances and size of any Fed rate cut. Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses the major factors driving bond yields in US and Europe at this moment. Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel talks about the sharp differentiation in performance within Chinese equities, and why a more selective approach is rising in importance. Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses Trump’s threat on the Fed’s independence, and how investors should be positioning their portfolio. Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Ray discusses the prospect of a Fed rate cut in September with Fook Hien and its implications for risk assets. They share their perspectives on US bond yields amid challenges to the Fed's independence. Additionally, they discuss their views on equities, focusing on the US semiconductor sector, as well as Chinese and European equities, concluding with insights on the Euro.  Find out more from...

Daniel talks about the French political uncertainties, how it affects Euro-area equities, and what are the key levels to be watching out for.  Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

In today’s episode, Steve talks about mutual funds: what they do, their benefits as an investment vehicle and things to consider when choosing one. Speaker:   - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank 

Daniel discusses the positioning from various types of investors in US equities, the risks behind the current melt-up, and the levels that investors should be watching out for. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses EM local currency government bonds, what are the key drivers, and why a pullback would represent adding opportunity. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel talks about Powell’s Jackson Hole speech and its implications for risk assets.  Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.